KAS
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Kestra Advisory Services’s Unum UNM Stock Holding History

Kestra Advisory Services’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$610K Sell
8,352
-1,049
-11% -$78.3K ﹤0.01% 2073
2025
Q4 		$729K Buy
9,401
+366
+4% +$28K ﹤0.01% 1881
2025
Q3 		$703K Sell
9,035
-992
-10% -$74.3K ﹤0.01% 1835
2025
Q2 		$810K Buy
10,027
+2,260
+29% +$179K ﹤0.01% 1627
2025
Q1 		$633K Buy
7,767
+550
+8% +$42.4K ﹤0.01% 1662
2024
Q4 		$527K Buy
7,217
+1,149
+19% +$79.2K ﹤0.01% 1839
2024
Q3 		$361K Sell
6,068
-1,062
-15% -$57.7K ﹤0.01% 1981
2024
Q2 		$364K Buy
7,130
+479
+7% +$24.8K ﹤0.01% 1993
2024
Q1 		$357K Sell
6,651
-590
-8% -$28.8K ﹤0.01% 1884
2023
Q4 		$327K Sell
7,241
-19,936
-73% -$908K ﹤0.01% 1791
2023
Q3 		$1.34M Buy
27,177
+17,180
+172% +$840K 0.01% 865
2023
Q2 		$477K Buy
9,997
+244
+3% +$10.6K ﹤0.01% 1338
2023
Q1 		$386K Sell
9,753
-3,482
-26% -$144K ﹤0.01% 1423
2022
Q4 		$543K Sell
13,235
-15,878
-55% -$665K ﹤0.01% 1368
2022
Q3 		$1.13M Buy
29,113
+16,024
+122% +$586K 0.01% 917
2022
Q2 		$445K Buy
13,089
+2,135
+19% +$72.3K ﹤0.01% 1396
2022
Q1 		$345K Sell
10,954
-752
-6% -$21K ﹤0.01% 1509
2021
Q4 		$288K Sell
11,706
-2,104
-15% -$53.9K ﹤0.01% 1624
2021
Q3 		$346K Sell
13,810
-4,029
-23% -$107K ﹤0.01% 1581
2021
Q2 		$507K Buy
17,839
+4,525
+34% +$133K 0.01% 1273
2021
Q1 		$371K Buy
+13,314
New +$346K ﹤0.01% 1345

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Advisory Services's UNM Position: Q1 2026 in Review

Kestra Advisory Services reduced its Unum (UNM) stake by 11% in Q1 2026, selling an estimated $78.3K and leaving 8,352 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

Kestra Advisory Services first reported a position in UNM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.34M in Q3 2023. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Kestra Advisory Services held 8,352 shares of Unum worth $610K as of Q1 2026.
  • Kestra Advisory Services sold 1,049 Unum shares in Q1 2026, an estimated $78.3K.
  • Unum made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2073 holding.
  • Kestra Advisory Services first reported a position in Unum in Q1 2021 and has held it in 21 quarters since.
  • Kestra Advisory Services's Unum position peaked at $1.34M in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.